Operational Support Manager

Jobtailor; Town of Montana (WI); On-site; USD 90,000 - 150,000; Full time

Job summary

Jobtailor seeks a seasoned Operations Support leader to guide multiple teams, uphold regulatory compliance, and drive performance through effective resource planning and process improvements. You will analyze business requirements and oversee performance metrics while reporting to senior stakeholders.

The role emphasizes independent judgment, strategic thinking, and a strong foundation in finance operations, especially deposits servicing. A bachelor’s degree and relevant licenses are required.

Qualifications

• 5-8 years of experience managing a team.
• Experience analyzing business requirements and developing test plans.
• Licenses: Series 7, Series 9, Series 10, and Series 63.
• Ability to work unsupervised and adjust priorities quickly.
• Experience in Finance or Banking.
• Deposits Servicing Operations experience.
• Bachelor’s degree or equivalent experience.

Responsibilities

• Lead the Operations Support department through delegation of tasks and responsibilities for multiple teams.
• Conduct performance evaluations, compensation decisions, hiring, disciplinary actions, and terminations; determine staffing needs.
• Monitor team results, ensuring quality and efficiency; contribute to resource planning, budget management, and procedure formulation.
• Contribute to developing new techniques, models, and plans within the area of expertise.
• Facilitate alignment of Operations Support infrastructure through focused technologies and processes.
• Ensure compliance with government regulations for retail accounts through appropriate control and testing measures.
• Provide evaluative judgment based on analysis and in-depth knowledge of policies and procedures in complicated and unique situations.
• Operate with limited direct supervision and exercise independent judgment and autonomy.
• Act as a subject matter expert to senior stakeholders and other team members.
• Manage teams and supervise activity while driving compliance, escalating and reporting control issues, and creating accountability.

Skills

Team management

Performance evaluation

Problem-solving

Time management

Clear communication

Decision making

Education

Bachelor's degree

Tools

Series 7 License

Series 9 License

Series 10 License

Series 63 License

Job description

• Lead the Operations Support department through delegation of tasks and responsibilities for multiple teams
• Conduct performance evaluations, compensation decisions, hiring, disciplinary actions, and terminations; determine staffing needs
• Monitor team results, ensuring quality and efficiency; contribute to resource planning, budget management, and procedure formulation
• Contribute to developing new techniques, models, and plans within the area of expertise
• Facilitate alignment of Operations Support infrastructure through focused technologies and processes
• Ensure compliance with government regulations for retail accounts through appropriate control and testing measures
• Provide evaluative judgment based on analysis and in-depth knowledge of policies and procedures in complicated and unique situations
• Operate with limited direct supervision and exercise independent judgment and autonomy
• Act as a subject matter expert to senior stakeholders and other team members
• Manage teams and supervise activity while driving compliance, escalating and reporting control issues, and creating accountability

Requirements

• 5-8 years managing a team
• Experience analyzing business requirements, developing test plans, and resolving discrepancies
• Required Series 7, Series 9, Series 10, and Series 63 licenses/registrations
• Ability to work unsupervised and adjust priorities quickly
• Ability to work under pressure and manage deadlines or unexpected changes
• Self-motivated and detail oriented
• Proven organization and time management skills
• Demonstrated problem-solving and decision-making skills
• Clear and concise written and verbal communication skills
• Bachelor’s degree/University degree or equivalent experience
• Experience in Finance or Banking
• Experience coaching agents to daily/monthly performance metrics
• Operations experience in Deposit Servicing/Maintenance preferred
• People management skills
• Experience with quality controls
• Experience in a management position related to Deposits Servicing Operations
• Experience with process improvements

Core Competencies

Demonstrates strong leadership in managing Operations Support teams, ensuring compliance with government regulations, and driving performance through effective resource planning and process improvements. Possesses in-depth knowledge of financial operations and the ability to analyze business requirements while maintaining high standards of quality and efficiency.

Highest-signal resume keywords

• Team Management
• Performance Evaluation
• Series 7 License
• Process Improvement
• Compliance Management

ATS Optimization Keywords

Hard Skills

• Business Requirement Analysis
• Test Plan Development
• Quality Control
• Performance Metrics Coaching
• Budget Management

Soft Skills

• Problem-Solving
• Decision-Making
• Time Management
• Clear Communication
• Self-Motivation

Certifications & Qualifications

• Series 7 License
• Series 9 License
• Series 10 License
• Series 63 License

Industry Keywords

• Finance
• Banking
• Deposits Servicing
• Operations Support
• Regulatory Compliance